Head of Marketing - Financial Services

Head of Marketing – New York | FinTech / B2B SaaS

Location: New York, NY

Experience: 14+ years

Function: Marketing | Growth Marketing | Product Marketing | Demand Generation | Go-to-Market

Industry: FinTech | Financial Technology | Private Markets | Private Credit | Capital Markets | B2B SaaS | Financial Data

About the Opportunity

We are undertaking a confidential search for a Head of Marketing role for a high-growth, global financial technology / B2B technology platform serving leading financial institutions and institutional investors across international markets.

As the business enters its next phase of growth and institutionalization, the organization is looking to appoint a senior marketing leader who can transform Marketing from a traditional brand, communications and events function into a commercially driven revenue and growth engine .

This is a strategic leadership opportunity for a Head of Marketing, VP Marketing, SVP Marketing, Chief Marketing Officer (CMO), Global Marketing Leader or B2B Marketing Leader who has built and scaled marketing organizations in FinTech, Financial Services Technology, B2B SaaS, Capital Markets Technology, Private Markets Technology, Financial Data or Enterprise Technology environments.

The Role

The Head of Marketing will own the global marketing strategy and will be responsible for building a measurable and commercially aligned marketing function across Demand Generation, Product Marketing, Content Marketing, Digital Marketing, Account-Based Marketing (ABM), Thought Leadership, Brand, Communications, Events and Sales Enablement .

The role will work closely with Sales, Business Development, Product, senior leadership and commercial teams to create demand, generate qualified pipeline, strengthen market positioning, accelerate sales cycles and contribute directly to revenue growth.

The successful candidate will lead and mentor an established India-based marketing team with capabilities across content, digital marketing, events, brand and communications , providing strategic direction and creating a stronger operating cadence and commercial orientation.

Key Responsibilities

1. Marketing Strategy & Go-to-Market

• Develop and own the overall Global Marketing Strategy and Go-to-Market (GTM) Strategy .
• Build Marketing as a measurable contributor to pipeline generation, revenue growth and commercial effectiveness .
• Define the company's market positioning, category narrative, value proposition, messaging and differentiation .
• Develop market-facing thought leadership and point-of-view (POV) across relevant industry segments.
• Translate customer insights, buyer behaviour, market trends, competitive intelligence and industry dynamics into actionable marketing strategies.
• Identify new markets, segments, personas and product marketing opportunities to support growth and commercialization.
• Partner with Product and Commercial teams on product positioning, product launches and go-to-market initiatives .

2. Demand Generation & Revenue Marketing

• Own the Demand Generation / Demand Gen strategy across global markets.
• Build scalable Inbound Marketing, Lead Generation and Pipeline Generation programs.
• Develop strategies to increase Marketing Qualified Leads (MQLs), Sales Qualified Leads (SQLs), qualified opportunities and revenue contribution .
• Establish clear Marketing-to-Sales funnel management and conversion metrics.
• Drive Revenue Marketing / Growth Marketing initiatives aligned to commercial priorities.
• Build and optimize lead nurturing, campaign management and marketing automation programs.
• Develop robust Marketing Attribution frameworks to measure Marketing's contribution to pipeline, bookings and revenue.
• Use marketing analytics and performance data to continuously improve ROI and marketing effectiveness .

3. Account-Based Marketing & Customer Engagement

• Develop and scale Account-Based Marketing (ABM) strategies for priority institutional and enterprise accounts.
• Build targeted campaigns around key accounts, industries, buyer personas and decision-makers .
• Develop differentiated marketing programs for enterprise clients and financial institutions .
• Partner with Sales / Business Development to identify account-level opportunities and create account-based demand generation .
• Drive targeted client engagement, industry activation and relationship-building programs .

4. Product Marketing & Sales Enablement

• Develop compelling Product Marketing strategies for technology and financial solutions.
• Translate complex technology, data and financial solutions into clear customer-centric value propositions and messaging .
• Develop sales enablement, pitch materials, presentations, case studies, solution briefs, brochures and client-facing collateral .
• Create structured processes to convert market intelligence and customer insights into commercial collateral .
• Equip Sales and Business Development teams with relevant content to support lead conversion, sales acceleration and deal closure .
• Partner with Product teams to identify customer needs, competitive differentiation and market opportunities .

5. Content, Thought Leadership & Brand

• Lead the Content Marketing and Thought Leadership agenda across global markets.
• Develop high-quality industry reports, whitepapers, research, insights, case studies, newsletters and executive content .
• Strengthen the organization's brand positioning and market visibility within the financial technology ecosystem.
• Drive digital marketing, social media, webinars, industry events and targeted marketing campaigns .
• Establish strong Marketing Communications governance across channels.
• Ensure consistency of brand identity, messaging, positioning and external communications .

6. Digital Marketing & Marketing Technology

• Drive the organization's Digital Marketing Strategy across website, search, content, social and digital campaigns.
• Leverage Marketing Technology (MarTech), CRM, marketing automation, analytics and campaign management platforms to improve effectiveness.
• Develop data-driven approaches to customer acquisition, engagement, lead generation and conversion .
• Use marketing data and customer analytics to identify opportunities for optimization and growth.

7. Sales & Marketing Partnership

• Establish a strong and structured Sales-Marketing operating cadence .
• Align Marketing priorities with Sales, Business Development, Product and Revenue teams .
• Ensure continuous exchange of market intelligence, customer feedback, competitive insights and commercial priorities .
• Develop shared KPIs and accountability across Marketing and Sales .
• Position Marketing as a strategic business partner to the commercial organization rather than a purely execution-oriented function.

8. Leadership & Team Management

• Lead, mentor and develop a high-performing global / distributed marketing team .
• Provide strategic direction to the India-based marketing team and leverage its execution capabilities.
• Establish a culture of accountability, ownership, commercial orientation and operational excellence .
• Partner with senior leadership on growth strategy, organizational priorities and market expansion .
• Build marketing capabilities required to support the organization's next phase of scale.

Ideal Candidate Profile

The ideal candidate could currently be a:

Head of Marketing | VP Marketing | Vice President – Marketing | SVP Marketing | Chief Marketing Officer | CMO | Global Head of Marketing | Global Marketing Director | B2B Marketing Leader | Demand Generation Leader | Growth Marketing Leader | Product Marketing Leader

with experience in one or more of the following environments:

• Financial Technology / FinTech
• Financial Services Technology
• Capital Markets Technology
• Capital Markets SaaS
• Private Markets Technology
• Private Credit Technology
• Alternative Investments / Alternative Asset Management Technology
• Investment Technology
• Financial Data & Analytics
• Enterprise B2B SaaS
• Enterprise Software
• Data & Analytics Platforms
• Financial Infrastructure
• Technology platforms serving Banks, Asset Managers, Private Equity, Private Credit, Hedge Funds or Institutional Investors

Experience & Competencies

• 14+ years of marketing experience , preferably in B2B technology, FinTech, financial services technology, SaaS, financial data, capital markets or private markets.
• Strong track record in B2B Marketing, Enterprise Marketing and Technology Marketing .
• Demonstrated experience in Demand Generation, Lead Generation, Pipeline Generation and Revenue Marketing .
• Strong understanding of Product Marketing, Go-to-Market Strategy and Commercialization .
• Experience with Account-Based Marketing (ABM) and enterprise customer acquisition.
• Strong capabilities across Digital Marketing, Content Marketing, Thought Leadership and Brand Marketing .
• Experience building and managing Marketing Attribution, Marketing Analytics and Marketing Performance Management frameworks.
• Strong exposure to Sales Enablement and Sales & Marketing alignment .
• Experience engaging with C-suite executives, senior commercial leaders, Product leaders and institutional clients .
• Exposure to global markets , particularly North America and Europe, with the ability to understand regional market dynamics.
• Strong stakeholder management, communication and influencing skills.
• Proven experience building, mentoring and leading high-performing marketing teams .
• Strong commercial mindset with the ability to connect marketing investments to pipeline, sales acceleration, customer acquisition and revenue growth .
• Comfortable operating in a high-growth, entrepreneurial and rapidly evolving organization .
• Strategic thinker who is equally comfortable with hands-on execution .

Relevant Backgrounds

FinTech | Financial Technology | Financial Services Technology | Private Markets | Private Credit | Capital Markets | Investment Technology | Financial Data | Financial Analytics | B2B SaaS | Enterprise SaaS | Enterprise Technology | Financial Infrastructure | Alternative Investments | Demand Generation | Revenue Marketing | Growth Marketing | Product Marketing | Go-to-Market | GTM | Account-Based Marketing | ABM | Lead Generation | Pipeline Generation | Inbound Marketing | Digital Marketing | Content Marketing | Thought Leadership | Brand Marketing | Marketing Communications | Marketing Analytics | Marketing Attribution | Marketing Automation | Sales Enablement | Commercial Marketing | Customer Acquisition | Market Development | Product Positioning | Value Proposition | Competitive Intelligence | MarTech | Enterprise Marketing | Global Marketing

Confidentiality

This is a confidential leadership search . The identity of the organization will be shared with relevant shortlisted candidates during the process.

All applications and discussions will be treated with strict confidentiality .